Scott N. Zambelli
LUTCF, ChFC, CLTC, Financial Professional, Managing Partner
About Scott
Scott has been in the financial services industry for over 35 years. Scott offers his clients comprehensive financial, estate and elder care strategies. His alliances with his professional partners in accounting and estate/elder care offer clients a holistic approach in a seamless process. Scott participates in many special programs dedicated to assisting clients. Scott sits on the Executive Board of Directors for Suffolk County Police Athletic League. He is certified in Long Term Care and is a Chartered Financial Consultant.
CA Insurance Lic# 0L33945
Contact Info
Securities and advisory services offered through Osaic Wealth, Inc. Member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, MA, MD, MI, NC, NH, NJ, NV, NY, PA, SC, TN, TX, VA, VT. No offers may be made or accepted from any resident outside the specific states referenced.
Mailing Address: Osaic, 18700 N. Hayden Rd., Ste. 255, Scottsdale, AZ 85255
Osaic Phone #: 877-310-4977